资源描述
IPO 1 / 17 2021 05 28 IPO - 2021 18 19 -2021.5.23 IPO - 2021 16 17 -2021.5.9 IPO - 2021 14 15 -2021.4.18 SPAC IPO S0790519110002 S0790519100001 S0790120040007 SPAC IPO IPO 2020 SPAC IPO 248 320% IPO 55% IPO 2020 SPAC IPO 830 IPO 46.47% 2021 SPAC SPAC IPO 308 2020 SPAC IPO 996 IPO 98 556 SPAC SPAC SPAC SPAC IPO IPO SPAC SPAC SPAC SPAC SPAC SPAC 2020 SPAC 103% 2021Q1 37.4% SPAC Facebook SPAC 2.5 4840 SPAC 1993 SPAC 2017 SPAC 1 2020 2.6 SPAC 2 S&P 500 PE 92.53% 2021 1 U.S. IPO INDEX 107.3% SPAC 3 SPAC SPAC SEC SPAC IPO 4 IPO 6 SPAC SPAC IPOIPO 2 / 17 1 SPAC IPO IPO . 3 2 SPAC . 4 1.1 SPAC . 4 1.2 SPAC . 6 1.3 5000 . 8 3 SPAC . 10 1.4 . 11 1.5 . 11 1.6 SPAC . 12 1.7 SPAC . 13 4 . 15 1 2021Q1 SPAC IPO 80% . 3 2 2021Q1 SPACIPO 60% . 3 3 SPAC IPO . 5 4 SPAC IPO 1-5 . 5 5 SPAC . 6 6 SPAC . 6 7 2021 Q1 SPAC 37.4% . 8 8 SCH 4 . 9 9 SCH 13.2% 33.3% . 9 10 SPCE . 10 11 SPAC . 11 12 SPAC . 11 13 US. IPO INDEX 2021 1 107.3% . 12 14 2020 S&P 500 . 12 15 500 92.53% . 12 16 IPO SPAC IPO . 13 17 2021Q1 SPAC . 13 1 SPAC . 3 2 . 7 3 SPAC . 10 4 SPAC . 14 5 8 SPAC . 14IPO 3 / 17 1 SPAC IPO IPO SPAC 2021 SPAC IPO IPO 2020 SPAC Special Purpose Acquisition Company IPO 248 320.0% IPO 55.1% IPO 2020 SPAC IPO 830 IPO 46.47% 2021 SPAC SPAC IPO 308 2020 SPAC IPO IPO 98 2021 SPAC IPO 996 IPO 555.65 1 2021Q1 SPAC IPO 80% 2 2021Q1 SPACIPO 60% SPAC Analysis SPAC Analysis SPAC SPAC Bain Capital KKR SPAC 500 CEO NBA JAY-Z SPAC CCAC SPAC PayPal Peter Thiel SPAC Bridgetown Holdings Bridgetown 2 Holdings PE SPAC SPAC 1 SPAC SPAC SPAC KAHC KKR Acquisition Holdings I Corp. Glenn Murphy(GAP CEO Lululemon ) 2021/3/17 1.20 MSDA MSD Acquisition Corp. Michael Dell( ),Gregg Lemkau( ),Jim 2021/3/24 5.75 55.11% 75.86% 0.0% 20.0% 40.0% 60.0% 80.0% 0 100 200 300 400 500 SPAC IPO IPO SPAC IPO % 46.47% 64.21% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 0 500 1000 1500 2000 SPAC IPO IPO SPAC IPO 4 / 17 SPAC SPAC Breyer ( Facebook 21 ) CCAC CITIC Capital Acquisition Corp 2020/2/11 2.76 BTNB Bridgetown Holdings Limited Peter Thiel PayPal 2021/1/25 2.99 BTWN Bridgetown Holdings Limited Peter Thiel PayPal 2020/10/16 5.95 Traveloka BCIC BCC Investment Corp. - 3.00 JACA Jeneration Acquisition Corp ( ( CEO) - 3.00 HCAA Hony Capital Acquisition Corp. - 3.00 SPAC Track 2 SPAC 1.1 SPAC SPAC IPO 2019 125 SPAC 18 SPAC SPAC SPAC IPO De-SPACIPO 5 / 17 3 SPAC IPO Credit Suisse 1 SPAC IPO 2.5 SPAC SPAC IPO SPAC IPO 3 6 2021 5 SPAC IPO 1 5 3.36 4 SPAC IPO 1-5 SPAC Track 2 IPO SPAC SPAC 18 24 SPAC 1 , 4.38% 1.0-2.5 , 29.63% 2.5-5.0 , 41.24% 5.0-7.5 , 5.91% 7.5-10.0 , 1.22% 10.0 , 1.22% 1 1.0-2.5 2.5-5.0 5.0-7.5 7.5-10.0 10.0IPO 6 / 17 5 SPAC Dealogic Goladman Sachs 3 De-SPAC SPAC SPAC 4 SPAC SPAC SPAC 5 SPAC SPAC De-SPAC 6 SPAC Schroders 1.2 SPAC SPAC SPAC , 27.60% , 21.20% , 13.30% , 11.80% , 8.60% , 3.90% , 3.20% , 3.20% , 2.50% , 2.50% , 2.00% , 0.20IPO 7 / 17 IPO SPAC SAPC SPAC SPAC SPAC SPAC IPO 2 SPAC B IPO 20% B SPAC SPAC SPAC 1 1 A A IPO 10 / A SPAC 1.50 12 2 B SPAC 30 20 A 12 2 / 1 2.5 20% 2 B SPAC A 3 B SPAC SPAC A SPAC IPO IPO 10 / 1 2 SPAC IPO SPAC 30 SPAC 12 1.50 11.50 / SPAC IPO SPAC 30 SPAC 12 A 1.50 / 1 11.50 / 2 SPAC 1.15 Morrison & Foerster LLP SPAC SPAC SPAC IPO SPAC SPACIPO 8 / 17 SPAC SPAC SPAC Track 2019 SPAC 2020 103% 2021Q1 SPAC 37.4% SPAC 7 2021 Q1 SPAC 37.4% SPAC Track 1.3 5000 SPAC SPAC SPAC IPO 2017 5 Facebook SPAC Social Capital Hedosophia Holdings Corp SCH 0.002 / 1250 B SPAC 1 1 A 2.5 1.5 800 IPO 2017 9 SCH NYSE 10 / 5000 80% 5.0 De-SPAC 2019 7 9 SCH 20.0 1.4 2019 10 23 SCH SCH 10 / 1.3 13 1 18.87 52.5% SCH 13.2% 33.3% 10 26 4 13.2% SCH 2.5 1250 1.21 4840 -20% 0% 20% 40% 60% 80% 100% 120IPO 9 / 17 8 SCH 4 SEC 9 SCH 13.2% 33.3% 6 300% 10 60 5 SPAC SPAC SPACIPO 10 / 17 3 SPAC SPAC 52 SPAC IPO I SPCE 14.21-62.80 528% 2019 10 IPO II OPEN 10.55-39.24 292% 2020 12 IPO III CLOV 6.31-17.45 74% 2021 1 IPO IV IPOD 10.06-18.31 83% IPO V IPOE 10.37-28.26 182% SOFI IPO VI IPOF 9.88-17.81 78% SCH Yahoo Finance 10 SPCE Yahoo Finance 3 SPAC 1993-1994 SPAC 21 2007 SPAC IPO 66 IPO 31% 121 2008 SPAC 2017 SPAC 2019.07.09 SCH 2019.10.26 SCHIPO 11 / 17 11 SPAC SPAC Analysis 1.4 2020 2020 Dry Powder 2.6 SPAC 2017 SPAC IPO 12 SPAC BAIN & COMPANY SPAC Analysis 1.5 S&P 500 PE 32.49 92.53% 2020 S&P 500 16.8X U.S. IPO INDEX 2020 5 500 2000 2021 1 U.S. IPO INDEX 107.3% SPAC SPAC 0 200 400 600 800 1000 1200 0 50 100 150 200 250 300 350 SPAC IPO SPAC IPO 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 1.8 2 2.2 2.4 2.6 0 50 100 150 200 250 300 350 400 450 500 IPO SPAC IPOIPO 12 / 17 13 US. IPO INDEX 2021 1 107.3% NASDAQ 14 2020 S&P 500 15 500 92.53% Credit Suisse Wind 1.6 SPAC SPAC IPO IPO IPO SPAC SPAC 4 SEC 8-K 8-K S-1 F-1 8-K SEC SPAC SEC IPO IPO SPAC IPO SPAC IPO SPAC 4 IPO 6 SPAC IPO 12.4 X 11.2 X 10.0 X 10.2 X 10.5 X 6.8 X 9.6 X 8.9 X 8.0 X 8.6 X 10.5 X 10.8 X 11.4 X 12.3 X 13.5 X 11.6 X 14.1 X 16.8 X 0.00 2.00 4.00 6.00 8.00 10.00 12.00 14.00 16.00 18.00 S&P 500 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0% 100.0% 0 5 10 15 20 25 30 35 40 45 1990-01-05 1991-09-06 1993-05-07 1995-01-06 1996-09-06 1998-05-08 2000-01-07 2001-09-07 2003-05-09 2005-01-07 2006-09-08 2008-05-09 2010-01-08 2011-09-09 2013-05-10 2015-01-09 2016-09-09 2018-05-11 2020-01-10 -TTMIPO 13 / 17 16 IPO SPAC IPO Credit Suisse Corporate Insights 1.7 SPAC SPAC SPAC Dealogic 2021 Q1 SPAC 30 2020 2 SPAC SPAC SPAC SPAC 2021 SPAC SPAC SPAC 17 2021Q1 SPAC Dealogic 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 4.00% 0 5 10 15 20 25 30 2017 2018 2019 2020 2021 SPAC SPACIPO 14 / 17 4 SPAC SPAC 2000 SPAC SPAC SPAC 2009 SPAC SPAC 2021 SPAC 2021 6 SPAC 2009 SPAC 5 8 SPAC SPAC SPAC UK 2020/11/18 Orisun Acquisition Corp (ORSN) 4000 Orison Acquisition Corp. Ucommune 2015 SJ 2020/5/7 Wealthbridge Acquisition Limited (HHHH) 5000 Wealthbridge Acquisition Ltd METX 2020/3/30 EdTechx Holdings Acquisition Corp (EDTX) 5500 ELT LGHL 2020/6/18 Proficient Alpha Acquisition Corp (PAAC) 1.15 4D pharma plc LBPS 2021/3/22 Longevity Acquisition Corp. (LOAC) 4000 4D Pharma Live Biotherapeutic Products LBP 4D Pharma LBP 4D Pharma LBP GSMG 2020/2/15 TKK Symphony 2.20IPO 15 / 17 SPAC SPAC Acquisition Corporation (TKKS) CLNN 2020/12/30 Tottenham Acquisition I (TOTA) 4600 CNM-Au8 CNM-Au8 ALS 2 3 SPAC Track 4IPO 16 / 17 2017 7 1 R2 C2 C3 C4 C5 C2 C3 C4 C5 Buy 20% outperform 5% 20% Neutral 5% 5% underperform 5% overweight Neutral underperform 612 A 300 500IPO 17 / 17 1788 1 10 200120 2030 1 45 518000 18 C2 16 100044 1 B 5 710065
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